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What are the challenges of an Investment Advisor?

What are the challenges of an Investment Advisor? From spotting the next biggest Initial Public Offerings (IPO) to anticipating the next financial crisis, Investment Advisors...

How do you become an Investment Advisor?

How do you become an Investment Advisor? Becoming an Investment Advisor is rather difficult.  An Investment Advisor needs to have strong financial & investment knowledge...

How do you become a Private Banker?

How do you become a Private Banker? To be a Private Banker, you will need a book size of $100 Million to $300 Million.  The book...

What is Capital Market?

What is Capital Market? The word capital market rarely appears in the context of Wealth Management. Capital market is often used and described in Investment...

8 Reasons why customers don’t understand the value of Wealth Managers

8 Reasons why Customers don't understand the value of Wealth Managers How often do you hear from customers: "Your fees are too expensive, your rates are not...

Reality Check II: So you got your new job as...

Reality Check II:  So you got your new job as a Relationship Manager.  What is next? Part 1: Reality Check I No. 6 Assuming they have...

20 Traders Who Lost More than a Billion

Lost USD 9 Billion in Credit Default Swaps   Year: 2008 Trader: Howie Hubler Company: Morgan Stanley   Lost USD 7.22 Billion in European Index Futures   Year: 2008 Trader: Jerome Kerviel Company: Societe Generale   Lost USD 6.69...